See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $299,587 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,115 |
MMA SECURITIES LLC5 years Service code 27 · EIN 52-2189187 | Advisory (Plan) | $74,581 |
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $15,900 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,901 | $117,739-69.5% | $101,794-64.7% | $117,739-69.5% |
| Participation rate | 69.4% | 76.6%-7.2pp | 69.2%+0.3pp | 76.6%-7.2pp |
| Annual return | 19.55% | 17.29%+2.3pp | 30.53%-11.0pp | 17.29%+2.3pp |
| Employer contribution / active EE | $981 | $3,746-73.8% | $2,289-57.1% | $3,746-73.8% |
| Participant deferral / active EE | $2,993 | $6,128-51.2% | $4,084-26.7% | $6,128-51.2% |
| Admin fee / account holder | $62 | $112-44.3% | $8,777-99.3% | $112-44.3% |